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Susan, a Retired Executive from New York
There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.
We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.
Clermont
has
2
WiserAdvisor vetted Financial Planners and Advisors for you to
choose from and
15
non-vetted advisors in your local area. These financial advisors in
Clermont, Florida
have an average of
15
years of experience.
NOTE: The list of financial
advisors in
Clermont, Florida
mentioned below do not include all the advisors in our network due
to their compliance listing restrictions. More vetted advisors may
be available when you use our free
match service to compare financial advisors near you in
Clermont, Florida.
| Qualified Financial Advisors in Clermont, Florida | ||||
|---|---|---|---|---|
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
| Rey Descalso
AAMS®, AIF® PRIVADA WEALTH MANAGEMENT 549 North Wymore Road, Maitland, FL 32751 |
15 | $65000000 | Not Specified | Fee-Based |
| Anthony DeLuca
CFP® DELTA ADVISORY GROUP, INC. 698 N Maitland Avenue Suite 201, Maitland, FL 32751 |
Not Disclosed | $184 Million | Not Specified | Fee-Based |
Qualifications
CRD# 4906080
Firm CRD# 124583
Series 7, 66
Compensation/Fee Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
Office Location
549 North Wymore Road,
Maitland,
FL
32751
Phone Number
321-280-9081
In May of 2010, Rey Descalso left a large wirehouse to create a firm that would help his clients without call centers, proprietary products or the legacy liabilities of large Wall Street firms. He feels his experience in 2008 was a defining moment that guides him to this day: As an industry, we were not well-prepared for the credit crisis on many levels. We did not have appropriate risk management in place for the needs of many clients. This went beyond the pure numbers and drawdowns. We were not well-equipped to handle the emotional hardship many clients faced when everyone thought the financial world was crashing down around them. So, educating clients about risk management has become one of my most important priorities. Mr. Descalso has lived in the Central Florida area for most his life and attended Forest Lake Academy in Apopka. He received a Bachelors Degree in Theology at Southern Adventist University in 1997 and a Master of Divinity Degree from Andrews Theological Seminary in 1999. He and Rebecca, his wife of over 20 years, have a mischievous daughter, Olivia. All three of them enjoy Disney cruises and time at the beach.
At Privada Wealth Management, our mission is to help our clients reach their financial goals. This overarching mission informs everything we do.
Advisory Services Provided:
Financial Planning, Retirement Planning, 401K Rollovers, Wealth Management, Financial Planning for Individuals, Investment Advice & Management, Estate Planning & Trusts
Qualifications
CRD# 7208553
Firm CRD# 128350
Series 7, 24, 65
Compensation/Fee Fee-Based, Based on Assets
Office Location
698 N Maitland Avenue Suite 201,
Maitland,
FL
32751
Phone Number
407-422-2423
Anthony DeLuca is a Certified Financial Planner Professional and Partner with Delta Advisory Group, Inc., a Registered Investment Advisor located in Maitland, FL. He currently manages client assets totaling over $170 million. He is also an integral part of Delta's 401(k) team and an active part of the education and retention of 401(k) participants. Graduating Summa Cum Laude, he earned both a Geoscience degree and a Geographical Information Systems certificate at Florida Atlantic University while playing Division 1 College Football for three years. Anthony made his transition into the Financial Services Industry after spending the first part of his career in the world of Civil Engineering. He has also held several security licenses including the Series 65 - National RIA, the Series 7- General Securities Representative, the Health, Life, and Variable Annuity License as well as the General Securities Principal License - Series 24. Anthony' s favorite part of his day is developing lasting relationships with clients and helping those clients reach their long-term financial goals. His charismatic personality and passionate approach will show true as he connects and grows with each individual client. Outside of the office, Anthony enjoys many outreach programs. He is a proud member of The Seminole County Leadership Program - Class 32. He is also heavily involved with foster children who have phased out of the foster care system. He currently works with The Villages, and IMPOWER program. In his free time, he is an avid sports fan, competing in tennis, hockey, and lacrosse. He is also passionate about his writing projects which he works on while spending time with his adopted Doberman, Rebel.
The company provides services to individuals, trusts and qualified retirement plans. The firm's objective is to assist you in reaching your long-term financial goals. In investing, as in tailoring, there's no such thing as one size fits all. The most important thing we do is tailor your finances to your individual investment needs and risk tolerances. Only after defining the end needs can we truly map out a plan to get you there. The common stitch among our clients is their desire for peace of mind concerning their investments. They are all looking for a long-term relationship upon which to build the financial foundation of their life. They are looking for a relationship with a firm that can give them objective and unbiased investment consulting. Our goal is to help the investor decipher the best way to achieve their long-term financial goals. For some investors, their goals may be surrounded by maximum returns in a long-term time frame. For others, it may be a steady flow of income or a simple reduction in risk. Our services add value. Developing long-term financial goals and adhering to a well defined investment discipline is the most reliable way in which to meet our goals. Believe it or not, most individuals, regardless of wealth, have a great deal of anxiety about their finances. When you hire Delta Capital Management, you hire a group of individuals with broad credentials and market experience who believe in a long-term disciplined investment approach. We help you develop a plan. We instill a discipline to your investing. We help you reach your long-term financial goals.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities
Top Financial Advisor Firms in Clermont, Florida (Ranked by AUM) |
|||
|---|---|---|---|
| Firm Name | AUM | No. of Clients | Fee Structure |
| STEWARDSHIP ADVISORY GROUP, LLC
17011 S.R. 50 , Suite 203, Clermont, FL 34711 |
$322,800,000 | 1310 |
A percentage of AUM Hourly charges Fixed fees |
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
| Aaron Drone Inquire with Aaron |
1635 E Highway 50, Suite 212, Clermont, FL 34711 | 321-331-1186 |
| Wesley Reed Inquire with Wesley |
1635 E Highway 50, Ste 202, Clermont, FL 34711 | 352-394-8453 |
| Fifth Third Preferred Inquire with Fifth |
1350 Roper Blvd, Clermont, FL 34711 | 352-227-4143 |
| Fifth Third Preferred Inquire with Fifth |
1350 Roper Blvd, Clermont, FL 34711 | 352-227-4143 |
| Good Life Financial Advisors Inquire with Good |
1795 East Highway 50, Suite A, Clermont, FL 34711 | 352-242-2232 |
| HomeWell Care Services Inquire with HomeWell |
1216 Bowman Street, Clermont, FL 34711 | 352-504-3400 |
| Citrus Towers Inquire with Citrus |
1290 North Ridge Boulevard, Clermont, FL 34711 | 352-394-4821 |
| Allstate Personal Financial Representative: Brian Gladstone Inquire with Allstate |
16345 State Road 50, Ste 200, Clermont, FL 34711 | 443-527-5299 |
| Edward Jones Inquire with Edward |
3150 Citrus Tower Blvd, Ste A, Clermont, FL 34711 | 352-241-4586 |
| Edward Jones Inquire with Edward |
140 E Highland Avenue, Clermont, FL 34711 | 352-360-0915 |
Grow your AUM with pre-qualified leads!
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